ARS Wealth Advisors Group’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $236K | Sell |
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|
2025
Q3 | $252K | Buy |
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|
2025
Q2 | $246K | Sell |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $253K | Buy |
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|
2024
Q3 | $259K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $272K | Buy |
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|
2021
Q3 | $254K | Buy |
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